Global Wealth Management Investment Advisory’s SLB Ltd SLB Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30	Closed	-$1.75K	–	500
2023 Q3	$1.75K	Hold	30	–	–	﹤0.01%	388
2023 Q2	$1.47K	Buy	+30	New	+$1.43K	﹤0.01%	407
2022 Q3	–	Sell	-150	Closed	-$5K	–	413
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	345
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	357
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	368
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	380
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	348
2021 Q1	$4K	Sell	150 -78	-34%	-$2.05K	﹤0.01%	377
2020 Q4	$5K	Buy	228 +78	+52%	+$1.47K	﹤0.01%	339
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	394
2020 Q2	$3K	Sell	150 -31	-17%	-$543	﹤0.01%	490
2020 Q1	$2K	Buy	181 +131	+262%	+$3.79K	﹤0.01%	521
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	530
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	539
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	592
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	573
2018 Q4	$2K	Buy	+50	New	+$2.47K	﹤0.01%	603

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's SLB Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 30 shares — an estimated $1.75K sold.

Global Wealth Management Investment Advisory first reported a position in SLB in Q4 2018 and held it in 17 quarters. The position peaked at $6K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 30 SLB Ltd shares in Q4 2023, an estimated $1.75K.
Global Wealth Management Investment Advisory first reported a position in SLB Ltd in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's SLB Ltd position peaked at $6K in Q1 2022.
1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.